PortfoliosLab logoPortfoliosLab logo
JHG vs. APAM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JHG vs. APAM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Janus Henderson Group plc (JHG) and Artisan Partners Asset Management Inc. (APAM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


JHG

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

APAM

1D
-1.06%
1M
10.82%
6M
-6.63%
YTD
2.03%
1Y
-3.92%
3Y*
6.79%
5Y*
4.53%
10Y*
13.61%
ALL TIME*
9.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$36.07M$36.15M$30.77M

JHG vs. APAM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JHG
Janus Henderson Group plc
9.21%16.22%47.54%36.00%-40.46%34.18%41.87%25.86%-43.21%38.52%
APAM
Artisan Partners Asset Management Inc.
2.03%2.72%4.85%60.26%-31.31%2.74%71.01%66.94%-38.17%45.24%

Correlation

The correlation between JHG and APAM is 0.40, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.40

Correlation (3Y)
Balances recent behavior with more history.

0.61

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.68

Correlation (10Y)
Provides a long-term view across more market conditions.

0.63

Correlation (All Time)
Calculated using the full available price history since Mar 7, 2013

0.58

The correlation between JHG and APAM shifts across timeframes, from 0.40 (1 year) to 0.68 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

JHG:

$7.57

APAM:

$4.22

PE Ratio

JHG:

6.86

APAM:

9.29

PS Ratio

JHG:

1.67

APAM:

2.21

Total Revenue (TTM)

JHG:

$3.17B

APAM:

$1.26B

Gross Profit (TTM)

JHG:

$2.26B

APAM:

$732.35M

EBITDA (TTM)

JHG:

$771.20M

APAM:

$468.51M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

JHG vs. APAM — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JHG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


APAM
APAM Risk / Return Rank: 3434
Overall Rank
APAM Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
APAM Sortino Ratio Rank: 3131
Sortino Ratio Rank
APAM Omega Ratio Rank: 3131
Omega Ratio Rank
APAM Calmar Ratio Rank: 3737
Calmar Ratio Rank
APAM Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JHG vs. APAM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Group plc (JHG) and Artisan Partners Asset Management Inc. (APAM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JHGAPAMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.99

Calmar ratioReturn relative to maximum drawdown

-0.21

Martin ratioReturn relative to average drawdown

-0.38

JHG vs. APAM - Sharpe Ratio Comparison


Loading charts...

Drawdowns

JHG vs. APAM - Drawdown Comparison


Loading charts...

Drawdown Indicators


JHGAPAMDifference

Max Drawdown

Largest peak-to-trough decline

-59.70%

Max Drawdown (1Y)

Largest decline over 1 year

-22.84%

Max Drawdown (3Y)

Largest decline over 3 years

-28.91%

Max Drawdown (5Y)

Largest decline over 5 years

-45.30%

Max Drawdown (10Y)

Largest decline over 10 years

-51.07%

Current Drawdown

Current decline from peak

-10.87%

Average Drawdown

Average peak-to-trough decline

-23.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.49%

Volatility

JHG vs. APAM - Volatility Comparison


Loading charts...

Volatility by Period


JHGAPAMDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.61%

Volatility (6M)

Calculated over the trailing 6-month period

19.81%

Volatility (1Y)

Calculated over the trailing 1-year period

25.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.37%

Dividends

JHG vs. APAM - Dividend Comparison

JHG has not paid dividends to shareholders, while APAM's dividend yield for the trailing twelve months is around 10.09%.


PositionTTM20252024202320222021202020192018201720162015
APAM
Artisan Partners Asset Management Inc.
10.09%8.91%7.34%6.02%12.36%8.88%6.73%10.49%14.43%6.99%9.41%9.29%
JHG
Janus Henderson Group plc
1.54%3.34%3.67%5.17%6.59%3.58%4.43%5.89%6.76%1.67%0.00%0.00%

Financials

JHG vs. APAM - Financials Comparison

This section allows you to compare key financial metrics between Janus Henderson Group plc and Artisan Partners Asset Management Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

JHG vs. APAM - Profitability Comparison

The chart below illustrates the profitability comparison between Janus Henderson Group plc and Artisan Partners Asset Management Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

JHG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Janus Henderson Group plc reported a gross profit of 489.00M and revenue of 690.00M. Therefore, the gross margin over that period was 70.9%.

APAM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Artisan Partners Asset Management Inc. reported a gross profit of -47.50M and revenue of 315.50M. Therefore, the gross margin over that period was -15.1%.

JHG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Janus Henderson Group plc reported an operating income of 113.90M and revenue of 690.00M, resulting in an operating margin of 16.5%.

APAM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Artisan Partners Asset Management Inc. reported an operating income of 92.00M and revenue of 315.50M, resulting in an operating margin of 29.2%.

JHG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Janus Henderson Group plc reported a net income of 90.90M and revenue of 690.00M, resulting in a net margin of 13.2%.

APAM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Artisan Partners Asset Management Inc. reported a net income of 80.90M and revenue of 315.50M, resulting in a net margin of 25.6%.


Frequently Asked Questions


JHG and APAM have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for JHG and APAM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer